Associate Account Executive

6 days ago


Plymouth Meeting, Pennsylvania, United States Independence Blue Cross Full time
Job Summary

We are seeking a highly motivated and experienced Associate Account Executive to join our team at Independence Blue Cross. As a key member of our sales and marketing team, you will be responsible for managing external customer relationships, developing and executing sales strategies, and driving business growth.

Key Responsibilities
  • Customer Relationship Management: Work with Account Sales Reps and Functional Management to manage external customer/client/consultant/broker relationships in the under 1,000 retention segment.
  • Sales Strategy Development: Assist Account Sales Rep in the development and execution of sales strategy for each group customer or prospect.
  • Presentations and Site Visits: Participate in sales meetings, presentations, and site visits to cultivate account relationships with Group Leaders, Consultants, Brokers, and Members.
  • Issue Resolution: Work with Account/Sales Rep and Account Support Representative to ensure that all sales and account-related issues are addressed.
  • Relationship Building: Build effective relationships with customers/clients/consultants/brokers which maximize sales opportunities.
  • Client Management: Depending on segment, may manage a client on an interim or permanent basis.
  • Product Presentations: Responsible for strategic and consultative presentations of products to customers/clients and prospects.
  • Communication: Provides input and partners with Communications department regarding presentations and sales materials as needed.
  • Professional Presentations: Provides professional presentations and/or open enrollments (where applicable) to a variety of audiences.
  • Segment Goals: Works collaboratively with Functional Management, Account/Sales Rep, segment team to understand and meet all strategic initiatives and goals within the segment.
  • Competency Development: Develops a high level of expertise with the Sales competencies to ensure they are modeling the ideal behaviors and skills.
  • Rating Alternatives: Works with Account/Sales Rep and segment partners to understand and effectively communicate rating alternatives and funding arrangements applicable within the segment.
  • Industry Knowledge: Actively demonstrates comprehensive understanding of products offerings, the competitive environment, and the industry.
  • Trend Analysis: Analyzes and interprets trend data to provide recommendations to maximize sales opportunities.
  • Account Management: Participates in on-going account management, (depending on segment size) including renewals, settlements, proposals, benefit exceptions, and customer reporting.
  • Mentorship: May mentor Account Support Reps or less experienced AAEs in sales techniques and strategic thinking, to increase the ASRs'/AAEs' competitive & industry knowledge.
  • Issue Resolution: Identifies trends, actively seeks to work for resolution of customer issues within segment.
  • CRM Utilization: Accountable for utilization of CRM tool to maximize sales opportunities.
Qualifications
  • Education: Bachelor's degree in Business, Marketing, or related field, or equivalent experience is required.
  • Experience: A minimum of two years' work experience, preferably in sales or fast-paced environment where building relationships/repeat customers is essential.
  • Communication Skills: Excellent oral and written communication skills required.
  • Presentation Skills: Must have the ability to develop and facilitate presentations.
  • Deadline Orientation: Demonstrated ability to function in a high-volume, highly visible, deadline-oriented environment is essential.
  • Flexibility: Flexibility in a variety of settings and ability to work under pressure.
  • Software Skills: Demonstrated experience with the MS Office Suite (Word, Excel, PowerPoint).
  • Strategic and Analytical Skills: Strong strategic and analytical skills.
  • Data Analysis: Ability to analyze data and provide solutions.
  • Customer and Broker Relationships: Excellent customer and broker/consultant relationship skills.
  • Collaboration: Able to work collaboratively with functional areas within segment.
  • Self-Motivation: Self-motivated and goal-oriented.
  • Independence: Able to work independently with drive to excel.
  • Industry Knowledge: Knowledge of medical & ancillary products, services, and administration preferred.
  • Health Insurance Experience: Health insurance experience preferred.
  • Customer Relationship Management: Experience with Customer Relationship Management packages, such as ROAM strongly preferred.
  • Licensing: Candidates must possess active PA State Accident & Health license (must pass examinations within the first 60 days of employment).
  • Driver's License: Candidates must have a valid driver's license and a reliable car for visits to customer/client/consultant/broker meetings locations.


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